Xero bookkeeping, supercharged with AI
LedgerHelm connects to Xero and layers on AI categorization, anomaly detection, and a structured monthly close — so you spend less time coding transactions and more time advising clients. Your books stay in Xero.
Sync with Xero in a couple of clicks
Authorize Xero once and LedgerHelm reads your accounts and transactions, then keeps them in step. Your books remain in Xero as the system of record.
AI that learns your coding
Every transaction gets a suggested category and confidence score. As you confirm, LedgerHelm builds rules so recurring vendors are handled automatically and only genuine exceptions reach your desk.
A monthly close that runs itself
Reconciliation, anomaly detection, and checklists move each period through a clear pipeline, with automated advances to keep engagements on schedule across every client.
Reports and answers on demand
Produce Profit & Loss, Balance Sheet, and Cash Flow reports from Xero data, and let clients ask the AI assistant plain-English questions answered from their real numbers.
Frequently asked questions
- Does LedgerHelm work with Xero?
- Yes. LedgerHelm connects to Xero, syncs your accounts and transactions, and adds AI categorization, anomaly detection, and a monthly close workflow on top.
- Where do my books live?
- In Xero. LedgerHelm syncs with Xero rather than replacing it, so Xero stays your system of record with no lock-in.
- Can I switch between Xero, QuickBooks, and native books?
- Yes. LedgerHelm supports Xero, QuickBooks Online, or native books kept inside LedgerHelm.
- How does AI categorization improve over time?
- It learns from every category you confirm, turning repeated decisions into rules so the same vendors are categorized automatically going forward.